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How to Recreate Your Paycheck in Retirement

The retirement planning strategies most people get wrong - and how to get them right

45-minute comprehensive training revealing the retirement income system I've refined over 24 years

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Wednesday Reading List

Stuff worth sharing from the past week ICYMI: Ulysses S. Grant - The forgotten greatness of a real American hero who more than anyone except ...
History

Ulysses S. Grant

In the early 1900’s, Ulysses Grant was an American hero, right up there with Washington and Lincoln. His reputation then suffered at the hands of ...
Weekly Updates

Wednesday Reading List

Stuff worth sharing from the past weekICYMI: 2 Questions Investors Want Answered - Given this recession, investors want to know why stocks are recovering and ...
Investing

3 Investment Risks You Can Conquer

You have to know your goals to invest your money well. That’s why the best financial advisors build financial plans for their clients before recommending ...
Investing

2 Questions Investors Want Answered

Two common investment questions I get these days besides the obligatory check to see if my crystal ball has any market predictions (it doesn’t) are:Why ...
Weekly Updates

Wednesday Reading List

Stuff worth sharing from the past weekICYMI: Last Friday’s post on assessing my personal reactions and professional advice over the past three months.My Uneven COVID-19 ...
General

My Uneven COVID-19 Response

Much has been written about how our reactions to the loss of normalcy due to COVID-19 and social distancing is driven by the five phases ...
Weekly Updates

Wednesday Reading List

Stuff worth sharing from the past weekICYMI: My latest podcast appearance where I discussed surviving market volatility, financial planning during recessions, and my new book that ...
Financial Planning

My Inside Divorce Podcast Appearance

Many thanks to Hindell Grossman of Grossman & Associates, Ltd. for having me on her Inside Divorce podcast series. I appreciated having the chance to ...
Weekly Updates

Wednesday Reading List

Stuff worth sharing from the past weekDetailed overview of what the stock and bond markets are telling us right now and why.Can stocks and bonds ...
Weekly Updates

Wednesday Reading List

Stuff worth sharing from the past weekICYMI: Buffett's Woodstock of Capitalism - takeaways from this year’s Berkshire Hathaway shareholder meeting.______________________________Models can’t be used to predict ...
Investing

Buffett’s Woodstock of Capitalism

On Saturday I “attended” the Berkshire Hathaway annual shareholder meeting, dubbed by some the Woodstock of Capitalism. I’ve been to the live show once before, ...